Adding a Missed Opportunity

What is a Missed Opportunity?  

A missed opportunity is a metric for tracking why an appointment could not be booked. Logged missed opportunities can be used to analyze the revenue lost as a result of non-bookings. Also note:

• An expired Wait List request is automatically logged as a Missed Opportunity.  
• An appointment opening search in Booking Agent that returns no results can be manually marked as a Missed Opportunity.
• Missed Opportunities can be reported on in the AQ210: Missed Opportunities report.

To add a missed opportunity

1. In the Appointment Book, select Menu (shown below) to reveal the drop-down.

2. From the menu, select Missed Opportunity.
3. Complete the information in the form. Note that the available Reasons are provided by Meevo 2 and cannot be changed.
4. Enter any Notes, if desired. Missed Opportunities can be reported on in the AQ210: Missed Opportunities report.
5. When finished, select Save.